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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,294 | $162,821+8.3% | $133,978+31.6% | $158,982+10.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.87% | 41.95%-30.1pp | 45.10%-33.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,666 | $4,976-66.5% | $3,919-57.5% | $4,763-65.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,140 | $11,742-30.7% | $8,930-8.9% | $11,252-27.7% |